Creating a financial plan can be daunting – especially considering all your time constraints. For this reason, we created a unique planning process that is customized to the needs of business families. Our process is made up of three comprehensive phases, as follows:
We begin with a meeting to introduce you to our full range of services, and to explain the difference between our integrated, proactive approach and the traditional advisory approach. We will also use this meeting to get an overview of your specific situation.
This enables both parties to explore the potential working partnership. Then, if there is a mutual fit, we move on to the Discovery phase.
Here, we thoroughly assess your current business and family positions, ascertain your long-term financial goals, and discuss any external events that may occur.
From this we create your Three60 Assessment: a written “snap-shot” of your current financial situation, which outlines potential planning opportunities, identifies planning blind spots, and provides solutions to achieve your goals.
To empower you to reach your financial goals, it is imperative that you start in the right direction with flexible plans that can be easily altered to suit your ever-changing circumstances.
The final step of the planning process is to sit down together to review your Three60 Assessment, and then determine which of our two levels of service is best suited to your unique situation and individual needs:
This service is ideal for those who have a specific short-term project they would like to undertake and are not sure of the best place to start. They find value in having a specialist to quarterback the planning associated with the project. Efficient implementation will lead to reduced costs, time and energy spent and will ensure all facets of your plan have been considered.
This top-tiered approach is appropriate for those who have a planning situation that is in a state of change, such as with exit strategy planning or other transitions that may be happening within their business. They see value in being pro-active and prefer a hands-on approach with a specialist to accomplish their planning objectives. They are looking for someone who can simplify the big picture, understand the complex issues and ensure that everything is in sync on an on-going basis.
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